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Semiconductors
Market Today: Nvidia (NVDA) Expands AI Dominance with New Technologies
Stocks:
NVDA
QCOM
BABA
AAPL
XIACF
2 hours ago
Faizan Farooque
Semiconductors
Nvidia (NVDA) Opens NVLink Fusion to Outside Chips in AI Push
Nvidia unveils NVLink Fusion, letting non-Nvidia CPUs and GPUs connect to its ecosystem
Stocks:
NVDA
MRVL
SNPS
CDNS
QCOM
2 hours ago
Faizan Farooque
Semiconductors
Cathie Wood Calls Healthcare the Most Overlooked AI Winner
Wood says AI is quietly transforming healthcare by speeding up drug discovery
Stocks:
NVDA
3 hours ago
Faizan Farooque
Klarna Doubles Losses in Q1 as IPO Plans Stall
Klarna posted a Q1 net loss of $99 million, up from $47 million a year ago.
3 hours ago
Faizan Farooque
Hardware
Super Micro (SMCI) Target Raised to $40 by Mizuho on AI Tailwinds
DataVolt deal boosts optimism, but stock already trades above target
Stocks:
SMCI
3 hours ago
Faizan Farooque
Semiconductors
AMD (AMD) Price Target Raised to $135 on AI Momentum
Mizuho ups AMD's price target to $135 from $117
Stocks:
AMD
3 hours ago
Faizan Farooque
Semiconductors
AMD (AMD) Sells ZT Systems' Manufacturing Business to Sanmina for $3 Billion
Retains AI design teams to speed up cloud system deployments
Stocks:
AMD
3 hours ago
Faizan Farooque
Vehicles & Parts
Tesla (TSLA) May Be Overheated After Weak Quarter
S3 warns RSI is flashing red; eyes now on Robotaxi rollout
Stocks:
TSLA
NVDA
3 hours ago
Faizan Farooque
Semiconductors
Nvidia (NVDA) Opens GPU Marketplace to Ease AI Bottlenecks
DGX Cloud Lepton lets developers shop for idle GPUs beyond big cloud players
Stocks:
NVDA
3 hours ago
Faizan Farooque
Semiconductors
Qualcomm (QCOM) Re-Enters Data Center Market With Nvidia Collaboration
Qualcomm to develop custom Arm-based CPUs compatible with Nvidia GPUs
Stocks:
QCOM
NVDA
4 hours ago
Faizan Farooque
Semiconductors
Nvidia (NVDA) Powers Japan's Largest Quantum Research Supercomputer
ABCI-Q blends GPUs and quantum processors to advance real-world research
Stocks:
NVDA
4 hours ago
Khac Phu Nguyen
Transportation
Ryanair Just Posted a Profit Drop--But This One Chart Could Flip the Whole Story
Summer bookings are surging, fares are climbing, and margins are rebounding--investors may be missing the real signal.
Stocks:
RYAAY
4 hours ago
Khac Phu Nguyen
Vehicles & Parts
Tesla Just Made It Nearly Impossible for Small Investors to Sue The Company's Executive
A new rule blocks nearly all retail shareholders from challenging Tesla's board in court--unless they hold $34 billion.
Stocks:
TSLA
4 hours ago
Khac Phu Nguyen
Moody's Just Fired a Shot at America's Credit -- Investors Are Ditching Dollars, Bonds, and Belief
Wall Street shrugs, but markets are signaling something deeper: a growing fear the US is losing its fiscal anchor.
4 hours ago
Moz Farooque
Industrial Products
Plug Power Rebounds as CFO Backs Stock Post-Earnings
Insider purchase follows Q1 loss and 22% sell-off, signaling confidence in growth
Stocks:
PLUG
4 hours ago
Khac Phu Nguyen
Software
Elon Musk's AI Just Landed on Microsoft Azure -- And It Might Change Everything
Grok 3 joins Microsoft's growing AI empire as the cloud wars heat up
Stocks:
MSFT
5 hours ago
Moz Farooque
Hardware
Tesla Sets 3% Ownership Threshold to Block Lawsuits
New bylaw requires investors to hold at least 3% before filing derivative claims
Stocks:
XIACF
TSLA
5 hours ago
Nauman khan
Semiconductors
Citadel CEO Ken Griffin Offloads NVIDIA, Bets $326 Million on AMD
Griffin's Bold Pivot: NVDA Exit Spurs Massive AMD Buy
Stocks:
NVDA
AMD
5 hours ago
Khac Phu Nguyen
Credit Services
Wall Street Shocker: Capital One Just Declared War on Visa and Mastercard
The $35B Discover deal could upend everything you thought you knew about the credit card game.
Stocks:
COF
MA
V
5 hours ago
Hardware
Sanmina Faces Challenges After Acquiring ZT Systems' Manufacturing Business
Stocks:
SANM
AMD
AMZN
MSFT
6 hours ago
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